Adika Putera Setyahadi
Assistant Manager Treasury & Business Alliance Wealth Management
Jakarta
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude after having spent years in various places well-known for it's intense environment. Willingness to contribute to team success through hard work, attention to detail and excellent organizational skills . Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Clear understanding of product journey and training in product development.
Overview
9
9
years of professional experience
4
4
years of post-secondary education
2
2
Certifications
5
5
Languages
Work History
Assistant Manager Treasury & Business Alliance
Wealth Management Group PT Bank Mandiri (Persero) Tbk
Jakarta
10.2022 - Current
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Gained extensive knowledge in data entry, analysis and reporting.
- Applied effective time management techniques to meet tight deadlines.
- Demonstrated creativity and resourcefulness through development of innovative solutions.
- Passionate about learning and committed to continual improvement.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Cultivated interpersonal skills by building positive relationships with others.
- Collaborated with clients to develop customized investment portfolios.
- Created financial models to analyze and evaluate investment strategies.
- Helped clients make informed decisions about financial future.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Implemented exit strategies for clients to transition out of investments.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Educated clients on potential risks and rewards associated with various investments.
- Monitored and updated financial plans to comply with client goals.
- Researched and evaluated potential investment products for clients.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Developed advanced product knowledge to share current information while generating and delivering products quotes.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Provided Bond Tracking Report Monthly to help Private Banking Officer as guidance to determine best bond product in market.
- Developed strategies to help reach NTI (New to Investment) target minimum 100 new members monthly
Assistant Manager - Product Development
Personal Loan Group PT Bank Mandiri (Persero) Tbk
Jakarta
01.2019 - 09.2022
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Devoted special emphasis to punctuality and worked to maintain outstanding attendance record.
- Participated in team-building activities to enhance working relationships.
- Led projects and analyzed data to identify opportunities for improvement.
- Learned new skills and applied to daily tasks to improve efficiency and productivity.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Used coordination and planning skills to achieve results according to schedule.
- Developed team communications and information for meetings.
- Collaborated with team members to achieve target results.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Developing new product lead to increased sales by 20%.
- Conducted research, gathered information from multiple sources and presented results
Part - Time Economics Tutor
BTA Group
Jakarta
09.2014 - 05.2021
- Teaching High School Economics Subject to help student preparing national exam to enter university.
- Participated in team-building activities to enhance working relationships.
- Exercised leadership capabilities by successfully motivating and inspiring others
Treasury Staff Member
Mitsubishi UFJ Financial Group
Jakarta
08.2018 - 01.2019
- Monitored transactions and customer behavior to identify signs of fraud.
- Examined financial statements and records to collect important details and verify calculations.
- Trained new tellers in processes and procedures for financial institution, answering questions and providing guidance.
- Operated computers programmed with accounting software to record, store and analyze information.
- Checked figures, postings and documents for correct entry, mathematical accuracy and proper codes.
- Prepared bank deposits by compiling data from cashiers, verifying and balancing receipts and sending payment to banks.
- Collaborated with team members to achieve target results.
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
- Properly processed treasury transactions for average of 200 customers daily
Education
Bachelor Of Economics - Business And Managerial Economics
University of Indonesia
Jakarta, JK 08.2014 - 08.2018
Skills
BrandingPublic SpeakingCritical ThinkingProblem solvingCommunication skillAdaptability
Loan product expertise
Product development and expansion
Productivity improvements
Proficient with Microsoft Office
Mutual funds and liabilities
Business development
Bonds Market understanding
Investment Planning
Secondary Bonds Expertise
Business Alliance
Certification
Risk Management License Level 1 by LSPP - [2021]
Accomplishments
- Successfully creating and managing several new loan products lead to increased sales by 20%
- Achieved NTI (New to Investment) member around 100 - 200 monthly by introducing Cash Reward Program for minimum purchase of 1 billion rupiah.
- Became a Culture Squad Leader in Wealth Management Group PT Bank Mandiri.
Timeline
Assistant Manager Treasury & Business Alliance
Wealth Management Group PT Bank Mandiri (Persero) Tbk
10.2022 - Current
Assistant Manager - Product Development
Personal Loan Group PT Bank Mandiri (Persero) Tbk
01.2019 - 09.2022
Treasury Staff Member
Mitsubishi UFJ Financial Group
08.2018 - 01.2019
Part - Time Economics Tutor
BTA Group
09.2014 - 05.2021
Bachelor Of Economics - Business And Managerial Economics
University of Indonesia
08.2014 - 08.2018